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Oculus Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority – number 605985 Registered Office: Bridge House, Main Street, Leeds. LS17 0AY Registered in England – Company Number 8589641 Terms & Conditions Privacy Notice
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Oculus’s integrated use of technology allows clients to obtain real time valuations and portfolio information – please use the link below to access this service.
Oculus provides financial planning and wealth management services to business owners, professionals, executives and the retired via a network of strategic offices.
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We will guide you in making important financial decisions whilst always maintaining your best interests at the heart of the advice process. No matter what stage you have reached in life, there is no substitute for professional financial planning and Oculus is well placed to effectively deliver this via its expanding team of experienced, highly qualified advisers.
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As a progressive RDR compliant business we are keen to talk to fellow professional financial planners about the opportunity to join the expanding Oculus group.
As an independently owned firm, Oculus works in conjunction with its clients and other professional advisers to ensure it delivers sound financial principles and robust planning strategies.
The founding Directors have in excess of 60 years financial services experience and in Oculus have created a transparent, client centric advice business.